Enable the Use Convert In-Progress Indicator

File Maintenance Help for NextGen® Enterprise 8

Making the Convert In Progress Check Box Visible in Encounter Maintenance

To allow NextGen® Enterprise PM users to change the In Progress status of an encounter, you must display the Convert In Progress check box on the Create Encounter and Encounter Maintenance windows. The check box is a mechanism that, when it is not selected, prevents In Progress encounters from converting to Unbilled. Once the Convert In Progress check box is selected, the system releases a hold on the encounter and allows the encounter to be converted to Unbilled in NextGen® Enterprise PM. Only users with the appropriate security right can select the Convert In Progress check box either: manually on the Create Encounter and Encounter Maintenance windows. by using a template field with a convert-in-progress indicator in NextGen® Enterprise EHR. The Convert In Progress check box can be controlled in NextGen® Enterprise EHR and through Template Editor to allow the clinician to sign off that everything is ready for the encounter to convert to Unbilled, thereby releasing the Encounter. To d

File Maintenance Help for NextGen® Enterprise

Set Security Rights for In-Progress Billing Status

The security rights associated with the In Progress billing status allows you to control the following user rights: Set new encounters to In Progress status. Change the In Progress status of encounters. Recalculate charges in In Progress encounters. Open System Administrator, and then select the enterprise and user. Select Rights > Operations > Encounters. Select access rights for the following: In Progress Indicator on New Encounter – Allows users to manually set the status on new encounters to In Progress in the Create Encounter window. Convert In Progress Batch Process – Allows users to change the status of multiple encounters from In Progress to Unbilled. Users can right-click encounters in the Encounter Lookup window and then select Convert in Progress to Unbilled. Convert In Progress Demand Process – Allows users to change the encounter status from In Progress to Unbilled. Users can right-click an encounter on the Encounters tab on a patient chart and then select Convert in Progr

File Maintenance Help for NextGen® Enterprise 8

Additional In Progress Status Security Rights

The security rights associated with the In Progress billing status enable you to control which users can: Set new encounters to be In Progress encounters change the In Progress status recalculate charges on In Progress encounters In Progress Encounter rights are set up in System Administrator on the Rights tab in Operations > Encounters. For more information about how to set rights and permissions, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen Enterprise. In Progress Indicator on New Encounter Security Right In Progress Indicator on New Encounter – If the status of new encounters is not set to In Progress by default, you can allow users with the appropriate security right to manually set the status on new encounters to In Progress. These users can select the In Progress check box on the Create Encounter window to create an In Progress encounter. Note: Once users select the check box, they cannot clear it unless they change the

Help Guide for NextGen® Enterprise PM 8

Default New Encounters to In Progress Status

When the Enable In Progress billing status option is enabled in Practice Preferences > Encounters, you can enable additional options to ensure that new encounters created in the practice automatically default to In Progress status. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preferences List, select Encounters. Enable In Progress Billing. CAUTION: Once In Progress Billing has been enabled, it cannot be disabled. It should only be enabled when needed. To default all new encounters created in the practice to In Progress status, select the Default all new encounters to In Progress check box. To limit the default In Progress status to only new encounters created with a specific location or specialty or program, complete the following fields: Limit to Valid Locations: To limit the default In Progress status to only new encounters created with a specific location, select the locations here. The In

Help Guide for NextGen® Enterprise PM 8

Default New Encounters to In Progress Status

When the Enable In Progress billing status option is enabled in Practice Preferences > Encounters, you can enable additional options to ensure that new encounters created in the practice automatically default to In Progress status. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preferences List, select Encounters. Enable In Progress Billing. CAUTION: Once In Progress Billing has been enabled, it cannot be disabled. It should only be enabled when needed. To default all new encounters created in the practice to In Progress status, select the Default all new encounters to In Progress check box. To limit the default In Progress status to only new encounters created with a specific location or specialty or program, complete the following fields: Limit to Valid Locations: To limit the default In Progress status to only new encounters created with a specific location, select the locations here. The In

File Maintenance Help for NextGen® Enterprise 8

In Progress Billing Setup

The In Progress encounter status represents work or care that has not been completed and, therefore, would not be stated in the accounts receivables. For example, you could use the status to represent orthotic or prosthetic devices that are not yet completed or for pre-paid patient care that is not yet administered. When NextGen® Enterprise PM users enter charges and transactions for an In Progress encounter, those items will contain blank process dates and, therefore, cannot officially be included in the financials and cannot be part of the receivables. After a user creates an encounter in an In Progress status, a process can change the status from In Progress to Unbilled, which is the normal status for an encounter that has yet to go through billing and produce a claim. When the status changes to Unbilled, all charges and transactions entered for the In Progress encounter become posted and the system sets the processing and closing dates on the transactions and charges. If there is a

Enable the Use Convert In-Progress Indicator

Recommendations

Making the Convert In Progress Check Box Visible in Encounter Maintenance

Set Security Rights for In-Progress Billing Status

Additional In Progress Status Security Rights

Default New Encounters to In Progress Status

Default New Encounters to In Progress Status

In Progress Billing Setup

Making the Convert In Progress Check Box Visible in Encounter Maintenance

Set Security Rights for In-Progress Billing Status

Additional In Progress Status Security Rights

Default New Encounters to In Progress Status

Default New Encounters to In Progress Status

In Progress Billing Setup